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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: Clients,Export,Import

Import or export client data

Use a Microsoft Excel worksheet to import new clients or update/remove client data, including name, status, location, and client custom fields.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Clients
    .
  3. Select
    Import
     to open the
    Import Clients
     screen.
  4. Drag the data file into the screen or
    Browse
     for the file. Microsoft Excel opens and displays the client worksheet with all the column headers and client data.
  5. Select the next available empty row, then enter the client name and client number in the appropriate columns on the
    Client
     tab of the worksheet.
    Client status
     and other custom fields are optional.
    note
    The system generates the
    Record ID
     field and populates after import.
  6. Select
    Save As
    , then save the worksheet with a Microsoft Excel file extension to your computer.
  7. Close Microsoft Excel and return to the
    Clients
     screen.
  8. Select
    Import
     and follow the import steps again.
  9. Select
    Save
    . A message tells you that the import was successful.
  10. Close the
    Import Clients
     screen to display the imported data on the Clients list.
  11. To export the client list, select
    Export
    and save to your file location.